Ryan Keane Lam

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 12/2020
  Hornor, Townsend & Kent
  Horsham, PA
• 07/2015 → 12/2024
  Penn Mutual Life Ins Co
  Horsham, PA
• 01/2014 → 05/2019
  Keane Llc Dba Ryan Lam Photography
  San Jose, CA
• 06/2015 → 08/2020
  Dream Splash Media, Llc Dba Dream Splash
  San Jose, CA
• 10/2016 → 05/2019
  Keane Llc Dba Ace Creative Marketing
  San Jose, CA
• 12/2020 → 12/2024
  Fountainhead Capital Management, Llc
  Short Hills, NJ
• 12/2024 → Present
  Beacon Pointe Advisors, Llc
  Campbell, CA
• 12/2024 → Present
  Beacon Pointe Insurance Services
  Campbell, CA

Previous Registrations

• 2020-12-23 → 2024-11-19
  Fountainhead Advisors
  San Ramon, CA
• 2019-01-22 → 2020-12-24
  Hornor, Townsend & Kent, Llc
  Redwood Shores, CA
  San Jose, CA

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 12/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-04
• S63 Uniform Securities Agent State Law Examination
  2015-12-18

Other Names

• Ryan Lam